Summary
What: Resources (drivers, vehicles, trailers, containers) can be assigned directly from an order, keeping trips visible and manageable on the planning board. A sort option lets planners keep trips in their originally planned position even when actual execution times differ.
Why: Planners need a reliable way to assign resources without navigating away from the order, and to keep the planning board stable when trips start later than planned — preventing missed or overlooked work.
How: Open an order, assign resources from the resource panel, then view and manage the trip on the planning board. Use the sort menu to switch between sorting by actual start time and sorting by planned start time.
Terminology
Term | Definition |
Resource | A driver, vehicle, trailer, container, or chassis assigned to a trip. |
Resource line | A row on the planning board representing a single resource. |
Planned start time | The start time set when the trip was last manually planned (created or moved on the planning board). |
Actual start time | The system-tracked execution start time, based on driver activity or status updates. |
Trip | A journey created from one or more orders, assigned to resources on the planning board. |
Assign resources to an order
Resources can be assigned directly from an order without navigating to the planning board.
OPEN the order.
SELECT the resource fields (driver, vehicle, trailer, container) in the order detail panel.
ASSIGN the relevant resources.
NAVIGATE to the planning board to view the planned trip on the resource line.
All planned trips are also visible in the Trips list view, where columns can be customised and data exported.
Warning when removing resources
When removing a resource from a trip, a warning is generated if:
The trip is already dispatched.
There are multiple orders on the trip.
Sort trips on the planning board
A sort option keeps trips in their originally planned position on a resource's row, so trips do not jump around when actual execution times differ from planned times.
Why this matters: When trips reorder automatically based on actual start times, a trip that has not yet been completed can appear to have moved forward - planners may assume it is already done. Keeping trips in their planned position prevents this confusion.
Steps to apply the sort
OPEN the planning board.
CLICK the sort menu in the toolbar.
SELECT Sort by resource: resource name + trips: planned start time under the trip sort options.
Trips inside each resource row now stay in their planned order, even when actual start times differ.
The default remains Sort by actual start time and can be changed at any time.
📚 This sort applies per resource line, and work on both the timeline and blocks views.
Resources themselves remain sorted by the existing resource-level sort logic.
Sorting by End time set by planner is not yet available.
Assign a trailer, container, or chassis to specific stops
Trailers, containers, chassis, and third-party costs can be assigned to cover specific stops on a trip, rather than defaulting to the full trip. This applies to trailers, containers, chassis, and third-party costs only — general resources such as drivers and trucks are not affected.
There are three ways to open the assignment modal:
DRAG a trailer, container, or chassis from the resources panel onto a trip on the planning board.
CLICK the edit icon next to Trailers/containers (trip) in the Route section of the trip detail.
USE the Third party costs section in the Route section of the trip detail.
Set the Start location
Use the Start location dropdown to choose where the assignment begins:
Start trip (default) — assigned from the trip's first stop.
Select stop on trip — choose an existing stop as the start point.
Add new start stop to trip — adds a new stop; fill in Stop action, Duration, and Location to define it.
Set the End location
Use the End location dropdown to choose where the assignment ends. Options work the same way:
End trip (default) — assigned until the trip's last stop.
Select stop on trip — choose an existing stop as the end point.
Add new end stop to trip — adds a new stop using the same inline fields.
📚 For third-party costs, setting the same stop for both Start location and End location assigns the cost to that single stop only.
Troubleshooting
Issue | Solution |
Trip moved unexpectedly on the planning board | Switch to Sort by resource: resource name + trips: planned start time to keep trips in their planned positions. |
Warning shown when removing a resource | Check whether the trip is dispatched or has multiple orders; confirm removal only if intended. |
Trailer/container covers the full trip instead of specific stops | Use the edit icon next to Trailers/containers (trip) to set specific start and end stops. |